Monthly Archives: February 2013

A Closer Look At the Inner Workings of Apple’s Executive Compensation Determinations Ahead of Its Annual Meeting of Shareholders

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So Sweet, I May Need My Insulin. Novo Nordisk and the Anatomy of a Trade.

Novo Nordisk A/S takes the plunge and we’re there to swim in it too. On Monday, Novo Nordisk released an announcement that it had received a Complete Response Letter from the FDA for its Tresiba and Ryzodeg drugs stating that … Continue reading

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Apple’s Cash Position and What is Behind the Einhorn Maneuver

  Issuer: Apple Computer RE: David Einhorn’s Lawsuit and Letter to Apple Shareholders  Conclusion The Cash Position at Apple Behind the Hedge Fund’s Moves on Apple’s Upcoming Annual Meeting of Shareholders Apple’s upcoming annual meeting is scheduled for February 27, … Continue reading

Posted in Activist Investor, Apple, David Einhorn, Hedge Fund | Tagged , , , , , , , , , , , , , , , , , , , , , | 3 Comments

Facebook Channels Obscure Avril Lavigne Song About Being Mobile, Discloses Challenges with Mobile Strategy As Revenues and Usage Meet Changes In Technology and Consumer Demand

Issuer: RE: Updates on Facebook’s Mobile Strategy Revealed in New Annual Report Conclusion: Facebook both emphasizes its mobile progress and downplays its mobile weaknesses.  Disclosures reveal struggles to adjust to increasing consumer shift to accessing Facebook through mobile devices. Everything’s changin’ … Continue reading

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Emulex – This Is Why You Lock It Down

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Posted in Activist Investor, Business Strategy, Elliott Associates, Hedge Fund, Opps Tracker | Tagged , , , , , , , , , , , , , , , | 1 Comment